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IAM Financial

Westgate House, 2 Union Rd E, Abergavenny NP7 5UW, United Kingdom

IAM Financial
Financial planner
5
15 reviews
8 comments
Orientation directions
RXCF+MQ Abergavenny, United Kingdom
+44 1873 854488
iamfinancial.co.uk
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Monday: 9–17
Tuesday: 9–17
Wedneasday: 9–17
Thursday: 9–17
Friday: 9–17
Saturday: Close
Sunday: Close
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Sarah Brown
Sarah Brown
I went to iamfinancial for pension advice as I had no idea what I should be doing in regards to this. Not only did they explain everything in an easy to understand way, they really took the time to understand my needs and find the best service for me. I feel I can really trust their advice and I left feeling confident I had made the right decision. I would highly recommend iamfinancial, really great professionals there.
Matt Smith
Matt Smith
Following recent reforms to my work pension I recently obtained pension advice with IAM Financial. In the past I have been a bit intimidated by all of the options and information but I was immediately put at ease by Grant and the team and feel as though I got thorough and realistic advice, totally personalised to me, which was explained really clearly. I would definitely recommend will use IAM for my future financial matters.
Sarah
Sarah
Greg at IAM financial recently helped me sort out a remortgage. Very personable and made the whole process hassle free. I'd highly recommend .
Michelle Dalley
Michelle Dalley
I highly recommend Josh Lewis and the team at IAM Financial, my experience of dealing with them has been extremely professional.
Rhys
Rhys
Very helpful and efficient company. Was very impressed by the services offered. Highly recommend
Julian Evans
Julian Evans2 years ago
We met Dr Josh for the 1st time today and found him very approachable and knowledgeable. We will look forward to meeting him again now that he has advised us of the way forward.
Jo Dawson
Jo Dawson2 years ago
I recently met with Josh Lewis, first zoom and then in person. He has been extremely helpful and ensured that I clearly understood everything he was explaining to me. I would not hesitate to recommend this efficient and friendly company
Richie Rowlinson
Richie Rowlinson2 years ago
I owe this Man more than a beer, very professional and more than helpful, thankyou.
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